I’m Will Zimmer, an Associate Wealth Planner here at Synthesis. Every day, I’m grateful for the opportunity to combine my passion for finance with my commitment to helping others achieve their financial goals.
I work closely with clients and the other planners here at Synthesis to create personalized financial plans focused on growth, security, and long-term success. Whether it’s planning for retirement, making informed investment choices, or tackling other financial decisions, my goal is to provide clear, actionable advice that helps you feel confident in your financial future.
At Synthesis, we believe in building relationships based on trust and understanding, and I’m proud to be part of a team that truly makes a difference in each client’s life.
When I’m not helping clients or collaborating with my colleagues at Synthesis, you can usually find me playing golf, skiing, traveling, or focusing on my fitness and overall well-being. Although much of my day-to-day involves educating and guiding clients to make smart financial decisions, I believe that true wealth is defined by our health and our family—not by how much money we have.